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Rod Able, CFP has a wealthy client he has prepared an estate plan for. Before the client agrees, Rod brings the plan to his favorite

Rod Able, CFP has a wealthy client he has prepared an estate plan for. Before the client agrees, Rod brings the plan to his favorite attorney and CPA. The attorney wants the case. The attorney gives Rod money. The CPA is less impressed and gives Rod season tickets on the 30 yard line. Which of the following is false in regards to the client

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